V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.55B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$9.19M
3
+$8.4M
4
JPM icon
JPMorgan Chase
JPM
+$7.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.49M

Top Sells

1
+$13.1M
2
+$8.54M
3
+$7.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.24M
5
SPG icon
Simon Property Group
SPG
+$6.09M

Sector Composition

1 Energy 8.78%
2 Consumer Staples 7.55%
3 Financials 6.19%
4 Healthcare 4.25%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.25M 0.05%
38,881
+179
227
$2.23M 0.05%
61,694
-10,070
228
$2.22M 0.05%
116,106
+103,950
229
$2.22M 0.05%
56,479
+4,156
230
$2.21M 0.05%
207,450
-8,400
231
$2.2M 0.05%
31,789
-5,345
232
$2.19M 0.05%
32,719
-471
233
$2.18M 0.05%
16,973
-1,704
234
$2.18M 0.05%
24,332
-67
235
$2.16M 0.05%
10,974
+800
236
$2.15M 0.05%
25,524
+8,239
237
$2.14M 0.05%
22,612
+2,938
238
$2.13M 0.05%
137,606
-3,059
239
$2.11M 0.05%
30,601
-2,608
240
$2.1M 0.05%
27,893
+125
241
$2.09M 0.05%
41,334
-344
242
$2.07M 0.05%
67,603
243
$2.06M 0.05%
50,240
-2,781
244
$2.03M 0.04%
18,817
+1,491
245
$2.02M 0.04%
43,300
-119,610
246
$2.02M 0.04%
36,582
-3,155
247
$2.02M 0.04%
41,664
-1,446
248
$2.01M 0.04%
37,021
+1,485
249
$2.01M 0.04%
77,239
+15,769
250
$2M 0.04%
21,622
+688
8 9
10
11 12